See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,489 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 27.65% | 64.32%-36.7pp | 71.39%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,287 | $5,261-75.5% | $4,735-72.8% | $4,762-73.0% |
| Participant deferral / active EE | $4,278 | $7,109-39.8% | $6,709-36.2% | $5,850-26.9% |
| Admin fee / account holder | $4,192 | $12,120-65.4% | $10,261-59.1% | $11,596-63.8% |